As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG’s proprietary, advisor-focused technology that’s transforming how annuity and insurance portfolios are managed.

Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy contracts, uncover new opportunities, and elevate the client experience. We’ll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must!

Here’s some of what we discuss in this episode:

💻 What Lifecycle Manager is and why it matters

🤝 How tech enhances, rather than replaces, human relationships

🔄 Why “refinancing retirement” matters more now than ever

📊 What’s next: AI, life insurance integration & improved UI

Learn About FIG: https://www.figmarketing.com

800-527-1155